WR Wealth Planners’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$2.05K	Hold	230	–	–	﹤0.01%	853
2024 Q3	$2.03K	Hold	230	–	–	﹤0.01%	907
2024 Q2	$1.99K	Buy	230 +114	+98%	+$986	﹤0.01%	889
2024 Q1	$1.01K	Buy	+116	New	+$1.01K	﹤0.01%	967